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Carrier Global
CARR

Overview Fund Activity

1,083 hedge funds and large institutions have $22.1B invested in Carrier Global in 2020 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 236 increasing their positions, 539 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,083
Holders Change
+73
Holders Change %
+7.23%
% of All Funds
21.91%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
159
Increased
236
Reduced
539
Closed
82
Calls
$61.8M
Puts
$14.7M
Net Calls
+$47.2M
Net Calls Change
+$8.17M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$846M
2
TP
Theleme Partners
United Kingdom
+$119M
3
Fidelity International
Fidelity International
Bermuda
+$115M
4
CVA
Ceredex Value Advisors
Florida
+$76M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$71.6M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$247M
2
SAM
Southeastern Asset Management
Tennessee
-$197M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$189M
4
Boston Partners
Boston Partners
Massachusetts
-$129M
5
ClearBridge Investments
ClearBridge Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
IR
826
IAT Reinsurance
New York
$168K – – –
FMLI
827
Fukoku Mutual Life Insurance
Japan
$168K +$58K +1,900 +53%
PCM
828
Prelude Capital Management
New York
$168K +$128K +4,195 +324%
FCB
829
First Command Bank
Texas
$167K -$6.68K -218 -4%
FCFS
830
First Command Financial Services
Texas
$167K -$6.68K -218 -4%
Nomura Holdings
831
Nomura Holdings
Japan
$157K -$7.89M -258,419 -98%
HIA
832
Harbor Investment Advisory
Maryland
$155K -$39.7K -1,302 -20%
CHA
833
Carmichael Hill & Associates
Maryland
$155K +$6.87K +225 +5%
RWA
834
Ropes Wealth Advisors
Massachusetts
$154K -$1.53K -50 -1%
VCM
835
Versant Capital Management
Arizona
$151K +$39.9K +1,309 +36%
DOA
836
D'Orazio & Associates
Virginia
$149K – – –
FHA
837
Flagship Harbor Advisors
Massachusetts
$148K -$15.6K -512 -10%
AIM
838
Acropolis Investment Management
Missouri
$136K +$136K +4,452 New
MLFP
839
MPS Loria Financial Planners
Illinois
$134K – – –
MPWT
840
MassMutual Private Wealth & Trust
Connecticut
$133K -$738K -24,102 -85%
PL
841
Perpetual Ltd
Australia
$128K – – –
JC
842
JBF Capital
Colorado
$128K +$128K +4,200 New
MCM
843
Manchester Capital Management
Vermont
$122K -$52K -1,705 -30%
DSC
844
Duncker Streett & Co
Missouri
$121K -$46.1K -1,507 -28%
FFC
845
First Financial Corp
Indiana
$114K -$2.12K -70 -2%
MAM
846
Meeder Asset Management
Ohio
$114K +$14.6K +476 +15%
LC
847
Lindbrook Capital
California
$112K +$1.95K +64 +2%
SBSB
848
Sullivan, Bruyette, Speros & Blaney
Virginia
$112K +$112K +3,669 New
GCM
849
Gables Capital Management
Florida
$111K – – –
RIM
850
Rampart Investment Management
Connecticut
$106K -$80.1K -2,631 -43%
32 33
34
35 36